Complimentary Client Services

Along with our full-service approach to wealth management, we offer an array of complimentary services to provide further assistance. These services include:

Income tax planning

Retirement income planning/transition from saving for retirement to living off retirement income sources

Estate planning services

Business succession planning

Social Security guidance

Efficient strategies to leverage financial assets and real estate

Tax-efficient charitable contribution strategies

Analysis of outside accounts (company 401(k), etc.)

Evaluation of corporate benefit packages

Review and inspection of life and disability policies

Consideration of long-term care coverage options

Referral to and collaboration with local attorneys for preparation of legal documents

Tools to help small businesses run more effectively

Recommendations on operating non-profit organizations

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

Michael Parry is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services offered through Liberty Wealth Advisors, LLC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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